You can produce your T5018 as well as your “Contractual payment statements” report automatically. To do this, go to Accounting -> Management Report.

Do this through Accounting -> Financial Reports. You have the ability to create templates for the balance sheet and income statement. You can then select the desired model when printing or displaying.

To send your financial data, go to Accounting -> Fiscal years and periods and select the desired financial year and reports under “Send accounting data”. The data can be emailed directly or exported to Excel.

You must start your new financial year through Accounting -> Fiscal years and periods and click on the “Generate” button under “Start next fiscal year”. Note that this procedure does not close the previous year. The previous year closes when you close period twelve.

To close a period, go to Accounting -> Financial years and period. *** IMPORTANT no manipulation will be possible in a closed period. ***

Yes, you need to press the “Hide checked lines” button.

You must create a new payment term. To do this, go to Accounting -> Payment terms.

You must enter the total amount and press the “Extract taxes” button.

Yes making an entry, click on the “Save as template” button, and for a new recurring entry, click on the “Import Template” button.

Through Accounting -> General Ledger. Double click on your bank account and go to “Direct Deposit”.